CRM for work with clients and information partners to replace the current AMO CRM
Greetings to all! We need CRM to work with clients and information partners to replace the current AMO CRM. There is a list of requirements that it must meet. CRM wish list for customers.
It stores contacts of partners of different levels (info, expetitions, strategic, etc.), which can be tagged and sorted according to various criteria.
Informational partners can be sampled: by resource, by resource type (portal, tv, radio, university, etc.), by information support type (post an announcement or article, special projects, includes the newsletter, banner, self-placement, etc).
It is possible to put labels on the status of the partnership for a specific event. Those. right in the database you can see - who was sent, who supported, and who - no.
The “right” organization of several contacts connected to one company: the display of status labels next to names, so that if Vasya is a designer and Peter is a journalist, any fool will understand this and include Petya in the press release distribution. Those. Next to Petya inside the system, an explanation of KAPSLOCK “announcements only for him” is needed :)